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McDonald's

3,168 hedge funds and large institutions have $155B invested in McDonald's in 2023 Q4 according to their latest regulatory filings, with 382 funds opening new positions, 1,264 increasing their positions, 1,139 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,168
Holders Change
+189
Holders Change %
+6.34%
% of All Funds
46.44%
Holding in Top 10
107
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.88%
% of All Funds
1.57%
New
382
Increased
1,264
Reduced
1,139
Closed
135
Calls
$2.75B
Puts
$2.7B
Net Calls
+$54.6M
Net Calls Change
-$137M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
2751
Provident Wealth Management
Tennessee
$286K
RFA
2752
Register Financial Advisors
Georgia
$285K
CAC
2753
Certified Advisory Corp
Florida
$284K +$593 +2 +0.2%
BCG
2754
Breakwater Capital Group
New Jersey
$284K -$2.09K -7 -0.7%
HCA
2755
Horan Capital Advisors
Ohio
$283K +$14.8K +50 +6%
MCAI
2756
Members Capital Advisors Inc
Wisconsin
$283K
MAG
2757
M3 Advisory Group
Massachusetts
$283K +$283K +954 New
CCM
2758
Chilton Capital Management
Texas
$283K -$27.3K -92 -9%
FNC
2759
First National Corp
Massachusetts
$282K +$1.48K +5 +0.5%
ACM
2760
Ardent Capital Management
Ohio
$282K
PCS
2761
Private Client Services
Kentucky
$282K +$282K +951 New
RAM
2762
Ramirez Asset Management
New York
$282K +$222K +750 +375%
FP
2763
Financial Perspectives
Minnesota
$281K +$1.19K +4 +0.4%
DJYG
2764
David J. Yvars Group
Florida
$281K -$11.9K -40 -4%
SCM
2765
Sollinda Capital Management
Florida
$281K +$281K +948 New
AWM
2766
Allen Wealth Management
North Carolina
$281K +$281K +947 New
FAFN
2767
First Affirmative Financial Network
Colorado
$281K +$281K +947 New
LA
2768
Lane & Associates
New Jersey
$280K -$8.01K -27 -3%
JJBC
2769
James J. Burns & Company
New York
$279K -$100K -339 -26%
PFG
2770
PAX Financial Group
Texas
$278K +$45.8K +157 +20%
BBW
2771
Blue Barn Wealth
Utah
$278K -$31.7K -107 -10%
WPW
2772
Watershed Private Wealth
Illinois
$278K -$18.7K -63 -6%
OWA
2773
One Wealth Advisors
California
$278K +$2.08K +7 +0.8%
HIG
2774
Heritage Investment Group
Florida
$277K
O3W
2775
Omni 360 Wealth
New Jersey
$276K +$276K +931 New